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TOP 30 Estate planning support in New York, NY
1319 results found
A convenient service for searching for businesses, places and services
Peter Kettle - Financial Advisor, Ameriprise Financial Services, LLC
Peter Kettle - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, United States, offers a wide range of financial services to individuals and businesses. Peter Kettle holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Peter Kettle is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Peter Kettle is here to provide expert guidance and support.
Merrill Lynch Financial Advisor Francis Collins
Merrill Lynch Financial Advisor Francis Collins, located at 75 Rockefeller Plaza in New York, United States, is a trusted institution in the finance industry. With a commitment to building strong relationships with clients, Francis focuses on a personalized, goals-oriented approach to help individuals and families make important financial decisions. Specializing in assisting corporate executives with complex financial challenges, such as concentrated stock positions and estate planning, Francis aims to meet the specific needs of each client by developing customized strategies to help them achieve their financial goals. As an alumni of Rutgers University and Pace University, Francis brings a wealth of knowledge and experience to his role. With a focus on understanding each client's unique priorities and goals, he works to design and implement personalized financial plans to manage investment risk and pursue long-term financial success. By offering access to the investment insights of Merrill and banking solutions from Bank of America, Francis collaborates with clients to address their financial needs and help them reach their goals.
Perrotto Private Wealth
Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.
Sentinel Financial Solutions
Sentinel Financial Solutions, located at 90 Park Avenue in New York, is a finance institution with a mission to protect, save, grow, and deliver your wealth to your chosen beneficiaries. They offer a unique process that ensures financial security and peace of mind, serving as your partner in wealth management to help you achieve your financial goals. They understand the challenges of managing personal, financial, and estate plans amidst a busy life and aim to provide tailored solutions that align with your values and aspirations. The team at Sentinel Solutions is dedicated to helping businesses thrive financially, providing expert advice and strategic planning to empower informed decision-making. They believe in ongoing financial planning as a journey, offering guidance and support to keep you on track for success. With a focus on personalized service and comprehensive planning, Sentinel Solutions is committed to protecting, saving, growing, and delivering your finances to the people and causes that matter most to you.
Lenny Sun - Prudential Financial
Lenny Sun - Prudential Financial is a reputable finance and insurance agency located at 39-01 Main Street in New York, United States. With a strong focus on providing top-notch financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Lenny Sun - Prudential Financial offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Lenny Sun - Prudential Financial to provide expert guidance and support.
Merrill Lynch Financial Advisor Gina Carosella
Merrill Lynch Financial Advisor Gina Carosella, located at 200 Park Avenue in New York, is a prestigious finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, they are committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, their team of talented and experienced individuals work together to create informed strategies to help clients achieve their financial goals. Specializing in working with successful individuals and families, they offer tailored strategies that encompass every aspect of their financial lives, from investments to estate planning. With a focus on teamwork and collaboration, they provide high-touch service to ensure the financial needs of multiple generations are met. The GTC Group, a division of Merrill Lynch, specializes in working with business owners, including medical professionals, to preserve, grow, and transfer their wealth. From cash management to retirement planning, they provide comprehensive financial solutions to help clients navigate life's complexities. With a personalized approach centered on the client's goals and priorities, Merrill Lynch Financial Advisor Gina Carosella is dedicated to helping clients achieve financial success and peace of mind.
Women + Wealth Solutions
Women Wealth Solutions is a finance institution located at 9 Park Place in Great Neck, New York, United States. Our mission is to empower women to take control of their financial future through personalized wealth management solutions. Our team of experienced financial advisors is dedicated to helping women achieve their financial goals and build a secure financial foundation. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Women Wealth Solutions is here to provide you with the guidance and support you need. Visit us today to start your journey towards financial independence.
Merrill Lynch Financial Advisor Thomas P Sullivan
Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.
Brian Emery - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian Emery - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. The team at Brian Emery is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst to cater to unique financial situations. With a focus on education and support, Brian Emery is dedicated to helping clients achieve their financial goals and secure their financial future.
Granata & Associates
Granata & Associates is a leading finance, health, and insurance agency located at 333 Earle Ovington Boulevard in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses achieve their financial goals and secure their health and assets. Whether you are looking for investment advice, health insurance options, or risk management solutions, Granata & Associates is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you plan for a secure financial future.
Kleiman Wealth Management Group - UBS Financial Services Inc.
Kleiman Wealth Management Group - UBS Financial Services Inc. is a prominent finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing comprehensive wealth management services, the team at Kleiman Wealth Management Group offers personalized financial solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, the experienced professionals at this institution are dedicated to providing top-notch financial guidance and support.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
Rise Advisors LLC.,
Rise Advisors LLC. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced advisors provides personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future with Rise Advisors LLC.
John Wade - Financial Advisor, Ameriprise Financial Services, LLC
John Wade is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. John is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring they make informed decisions for their financial future. Contact John Wade at Ameriprise Financial Services, LLC for expert financial guidance and support.
RGS Wealth Strategies
RGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, RGS Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to your individual needs. Trust in Raymond James Financial Services for expert guidance and support in navigating the complexities of the financial world.
Slattery & Associates
Slattery & Associates is a reputable finance institution located at 1843 Western Avenue in Albany, New York. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate management, our dedicated team is here to provide personalized solutions tailored to your unique needs. Trust Slattery & Associates to provide expert financial guidance and support to help you navigate the complexities of the financial world.
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.
Carson Wealth
Carson Wealth is a financial institution located at 855 New York 146 in New York, United States. Our team of financial advisors in Clifton Park, New York, specializes in working with families, women, and business owners to create personalized financial plans that help them achieve their financial and life goals. We believe that true wealth is more than just money - it's about having financial confidence and the ability to focus on what matters most to you and your loved ones. Our services include comprehensive financial planning, portfolio management, estate planning, tax strategy, and more. We strive to build meaningful relationships with our clients and their families, providing them with the support and education they need to make informed financial decisions and live their lives with confidence.
Independent Family Office LLC
Independent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families. Our team of experienced lawyers is dedicated to offering personalized and comprehensive legal solutions to help clients navigate complex legal matters. Whether you require assistance with estate planning, asset protection, or family law issues, Independent Family Office LLC is here to provide expert guidance and support. Trust us to safeguard your family's interests and secure a brighter future.
Wentworth Financial Partners
Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.
Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Ryba Spurgas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3 Hemphill Place in Malta, New York, United States. Specializing in finance, Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies for individuals, small business owners, and retirees, Jennifer is dedicated to providing comprehensive financial advice and support. As a Certified Military Financial Advisor®, Jennifer also serves veterans and military personnel. With a commitment to ethical practices and continuing education, Jennifer Ryba Spurgas is a trusted and knowledgeable financial professional.
BHLG, LLC
BHLG, LLC is a prestigious law firm located at 6800 Jericho Turnpike in Syosset, New York. Our team of experienced attorneys specialize in various areas of law, including but not limited to corporate law, real estate law, and estate planning. With a commitment to providing high-quality legal services and personalized attention to each client, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Tax Crushers, Inc.
Tax Crushers, Inc. is a reputable real estate agency located at 1 Dupont Street in Plainview, New York, United States. With a team of experienced professionals, Tax Crushers, Inc. specializes in assisting clients with all their real estate needs. Whether you are looking to buy, sell, or rent a property, their dedicated staff is committed to providing top-notch service and helping you achieve your real estate goals. Contact Tax Crushers, Inc. today to experience their exceptional service and expertise in the real estate industry.
Apex
Apex is a premier real estate agency located at 380 John Street in Rochester, New York. With a team of experienced and knowledgeable agents, Apex is dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, an investment property, or a rental, Apex is committed to providing top-notch service and expertise to meet your real estate needs. Contact us today to see how we can help you achieve your real estate goals.
Howard Hanna Hornell
Howard Hanna Hornell is a premier institution located at 83 Main Street in Hornell, New York. As a full-service finance, insurance, and real estate agency, we provide expert guidance and support for all your financial and housing needs. Our experienced team is dedicated to helping clients achieve their goals and secure their financial future. Whether you're looking to buy or sell a home, explore insurance options, or plan for your financial future, Howard Hanna Hornell is here to help every step of the way. Visit us today to experience the difference our personalized service can make.
Bucknam & Conley CPAs
Bucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.
Pine Court
Pine Court is a prestigious institution located at 2742 Pitkin Avenue in New York, United States. Known for its commitment to excellence in education, Pine Court offers a wide range of academic programs and extracurricular activities to its students. The institution prides itself on its dedicated faculty, state-of-the-art facilities, and supportive community atmosphere. With a focus on fostering intellectual growth and personal development, Pine Court prepares its students for success in their future endeavors.
Gardner's Tax Services Massena
Gardner's Tax Services in Massena, New York, is a trusted institution specializing in accounting and finance. Our team of tax professionals is dedicated to helping clients navigate the complex tax code and maximize their returns. Founded in 1974 by Bill Gardner in Fort Covington, the business is now owned by his son, Richard Gardner, who is actively involved in the day-to-day operations. With a staff of experienced tax preparers, bookkeepers, and a friendly receptionist, Gardner's Tax Services offers a wide range of tax services, including preparation, planning, and resolution. Whether you need assistance with personal taxes, small business finances, or estate taxes, our team is here to help.
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